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Credentials
CFP®, Series 66
Experience Industry experience
12 years
Location
Pauls Valley, OK
HBW Advisory Services LLC
Multi-team
Nicholas Mitchell is a CFP® professional with 12 years of industry experience, currently serving at HBW Advisory Services LLC. His prior work includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. He is also a passive owner of Daycation Senior Activity Center, an adult day center for the elderly. HBW Advisory Services manages approximately $1.75 billion in client assets, providing a range of financial planning, asset management, and consulting services to individuals, families, businesses, and institutional clients. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it is notable for its high client load per advisor and its institutional and intermediary service roles.
Based on HBW Advisory Services LLC
Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.
$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)
Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.
Up to $300 per hour for financial planning and consulting services.
Pauls Valley, OK
Pauls Valley OK
Advisors at this office
1
California · Nebraska · Oklahoma · Texas
12 years of industry experience
Cetera Advisor Networks Llc
2017 - 2019 • 2 years
El Segundo, CA
Daycation Senior Activity Center
2016 - Present • 10 years
Lincoln, CA
HBW Securities LLC
2015 - 2017 • 2 years
Simi Valley, CA
HBW Advisory Services LLC
2014 - Present • 12 years
Simi Valley, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Pauls Valley, OK
Edward Jones
Gregory Hendrix is a financial advisor with Edward Jones in Pauls Valley, OK, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he is involved in raising cattle and hogs on his farm in Garvin County, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.
Series 66
Pauls Valley, OK
Edward Jones
Jasen Agee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Agee is involved in an art gallery event center in Pauls Valley, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets.
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